1/2/2025 Release
19 days ago by Clay Hefner
New Features
SAQ Management
- SAQ-A records can now be created and tracked for merchants
- PDF drafts of SAQ records can be returned for merchants to preview before signing.
- Merchants can digitally sign to generate a final SAQ-A record or Upload their own PDF
- For additional information, review our API docs. More robust documentation to follow in our guides.
- Additional enhancements to the List Merchants endpoint for tracking whether or not merchants are in compliance
Loans API
- The Loans API endpoints now return both B2B2C and B2B loans
- The Get Loans endpoint includes query parameters to narrow returned loans by type and/or merchant
Improvements
Vault - Additional Sorting
- The Vault can now be sorted by the following additional columns:
- Connection Activity
- Volume
- TXNs
- Rejects
- Anticipated Volume
Vault
- Lengthy merchant named will be abbreviated to 50 characters and then display ellipsis. Full name is visible on hover
Improved Activity Log
- The UX of the activity log has been improved for better clarity of what resource was updated. Details about the update are now visible by clicking the details button
- Multiple improvements have been made to activity log events
- Better tracking of attachment upload and delete events
- Updates from Forms now include which form was used for the update.
- Events are logged when merchant connection statuses are updated. (This excludes high-frequency updates like Requirements, Queued, and Evaluating statuses)
- Events are logged when receiving RFI and Error messages from connections including the description sent.
- Event is logged when boarding is started.
- NOTE:
- These improvements are only available for new events and not retroactive
- Additional iterative improvements will continue in upcoming releases.